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Technology Stocks : THREE FIVE SYSTEM (TFS) - up from here? -- Ignore unavailable to you. Want to Upgrade?

To: Noblesse Oblige who wrote (1602)	6/1/1998 1:57:00 PM
From: dfloydr	Respond to of 3247

Thanks again N.O. for your latest posting. Good one. Saves us and Cihra time on the phone. <<the turn in perceptions and stock price will be radical as soon as the company can comfortably say that they see no problems coming in the ensuing two or three quarters.>> Management has actually been quite assertive each of the last three quarters as to their good prospects. Each time, something (MOT largely) has kept them from happening. In a way they have set expectations just a bit too high and then delivered "merely very good" reports rather than "fantastic" ones, which is too bad. The cost to management credibility has been pretty extreme ... getting close to half its peak valuation last year ... while business has actually grown rather nicely. I suspect Mr. Hren might be a little less assertive when he gets his first chance to run the conference call, given recent experience. I just hope he does not come on so cautiously that more people loose faith just before the good news materializes. With luck he will have something concrete to report so that he does not have to pussyfoot around the outlook question. You are so right ... an Ericson or Nokia order or an order for one of their new technologies would be very sweet! If investors could look at TFS as something more than a MOT job shop/inventory warehouse there would be a party. Good day to all. Floyd

To: Noblesse Oblige who wrote (1602)	6/1/1998 4:49:00 PM
From: John Morelli	Respond to of 3247

I would also add that in light of recent tech stock correction that there are quite a few good tech stocks available at an attractive price. TFS must compete with these alternatives for investment $$s.

To: Noblesse Oblige who wrote (1602)	6/1/1998 6:15:00 PM
From: Franklin M. Humphreys	Read Replies (3) \| Respond to of 3247

N.O. has requested a "drink". ______________________________________________________________________ May I offer you one laced with GaAs? Take a lo-o-o-o-ng draught then join the rest of the "boys" out behind the barn for a session of III-V as you wait for the inevitable results. Hope this slakes your thirst! BTW, N.O., Are you selling? ____________________________________________________________________ gallium arsenide n. 1. A dark-gray crystalline compound, GaAs, used in transistors, solar cells, and semiconducting lasers. ______________________________________________________________________ arúseúnic („r"s.-n1k) n. 1. Symbol As A highly poisonous metallic element having three allotropic forms, yellow, black, and gray, of which the brittle, crystalline gray is the most common. Arsenic and its compounds are used in insecticides, weed killers, solid-state doping agents, and various alloys. Atomic number 33; atomic weight 74.922; valence 3, 5. Gray arsenic melts at 817øC (at 28 atm pressure), sublimes at 613øC, and has a specific gravity of 5.73. See note at element. 2. Arsenic trioxide. adj. arúsenúic („r-sæn"1k) 1. Of or containing arsenic, especially with valence 5. [ Middle English arsenik from Old French from Latin arsenicum from Greek arsenikon, yellow orpiment alteration of Syriac zarn§k3 from Middle Persian zarn§k from Old Iranian zarna-, golden; See ghel- 2 in Indo-European Roots.] The American Heritager Dictionary of the English Language, Third Edition c 1992 Houghton Mifflin Co. Electronic version lic'd from and portions c 1994 InfoSoft Int'l, Inc. All rts rsvd. To the thread: Offered strictly for the humor you may find in it, if any. Frank